Filed December 15, 2017
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP6+ years Service code 12 · EIN 93-1253576 | Custodial (other than securities); Cl... | $34,864 |
SECURITIES AMERICA INC5+ years Filed as: BB&T SECURITIES, LLC Service code 27 · EIN 20-5817590 | Advisory (Plan) | $11,889 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $80,666 | $91,190-11.5% | $178,490-54.8% | $79,858+1.0% |
| Participation rate | 92.2% | 69.2%+23.0pp | 81.9%+10.3pp | 69.6%+22.6pp |
| Annual return | 23.74% | 24.19%-0.5pp | 151.07%-127.3pp | 31.71%-8.0pp |
| Employer contribution / active EE | $2,886 | $3,256-11.4% | $5,011-42.4% | $2,471+16.8% |
| Participant deferral / active EE | $8,571 | $3,236+164.9% | $5,202+64.8% | $3,740+129.2% |
| Admin fee / account holder | $296 | $6,751-95.6% | $13,984-97.9% | $5,306-94.4% |